+3,306.4%
V vs AAL
+84.7%
+3,221.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.4% | -7.6% | -1.3% |
| 7D | -0.8% | +8.3% | -9.0% | -2.0% |
| 30D | +9.5% | +11.0% | -1.4% | +7.7% |
| 3M | +16.7% | -11.2% | +27.8% | +18.5% |
| 6M | +32.9% | +6.1% | +26.9% | +30.7% |
| YTD | +21.1% | -7.6% | +28.7% | +20.9% |
| 1Y | +26.6% | +3.7% | +22.9% | +24.0% |
| 3Y | +78.4% | +20.5% | +57.8% | +64.9% |
| 5Y | +105.5% | -36.4% | +141.9% | +104.6% |
| 10Y | +444.2% | -65.4% | +509.7% | +437.0% |
| All | +3,306.4% | +84.7% | +3,221.6% | +1,968.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling